Mobile Member Advisor (South Point Branch)

Job summary

Serve members across multiple branches by handling financial transactions, advising on financial needs, and referring members to appropriate advisors. Support branch goals through sales and referrals, and assist with cash operations, ATM maintenance, administrative tasks, and compliance activities.

Job details

Job Description We are currently seeking a Member Advisor - Mobile to join our team to support our branch operations in Surrey and Tsawwassen. The Member Advisor – Mobile is responsible for providing exceptional customer service to current and potential members by completing member transactions, providing members with solutions to their financial needs, and/or referring members to an appropriate advisor. As this is a mobile role travel will be required to multiple branches within the region depending on coverage needs. Here’s what would be included as a part of your typical day Member Service: Provides exceptional customer service by providing advice and support to members; processes cash related transactions including, but not limited to: opening member accounts, deposits, withdrawals, utility payments, etc. May assist members in completing forms,term deposits and applications for credit/debit cards. Branch Goals: Supports the achievement of annual branch goals and objectives through proactive promotion of Tru Cooperative Bank products and services, participating in branch campaigns, and actively seeking referral opportunities during interactions with members or potential members. Identifies member life stage and seeks opportunities to cross-sell or refer to an appropriate branch advisor. Achieves established individual sales and referral targets. Branch Support: Performs administrative duties which may include, but not limited to: balancing the treasury, daily ATM maintenance and troubleshooting, preparing and distributing cash orders. Additional Duties: Depending on the region and/or branch, the Member Advisor may be required to provide administrative support to branch advisors, make outgoing calls to members, complete compliance and/or audit activities, complete end to end processes related to ATM and night deposits, etc. Other duties: As required by branch leadership. Utilizes the Day in the Life as a guideline to prioritize and manage schedules - to align efforts in reaching goals while offering a remarkable, consistent member experience across Tru Cooperative. Branch/Regional Differentiation: Based on branch needs and staffing model, the following may apply to the Member Advisor - Mobile role: Provide initial member contact and connect members with the appropriate advisor. Schedule member appointments for advisors, and any other duties required. Required Skills, Experience & Qualifications High School Diploma required Completion of Tru Cooperative Sales Essentials Course, within 6 months of hire required Must complete the internal Tru Cooperative certification program specific to this role within the required timeframe College, Trade or Tech School Diploma (2 years) preferred 2 years of retail/customer service experience or equivalent required Sales and cash handling experience preferred Demonstrated ability to identify needs and recommend products and services to members. Strong interpersonal skills and ability to build relationships with current and potential members. Demonstrated ability to be positive, flexible to change and work in a busy environment. Proficient in computer software programs e.g. Microsoft Office Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.

What you’ll do

Serve members across multiple branches by handling financial transactions, advising on financial needs, and referring members to appropriate advisors. Support branch goals through sales and referrals, and assist with cash operations, ATM maintenance, administrative tasks, and compliance activities.

Requirements

A high school diploma and at least two years of retail or customer service experience are required; sales and cash-handling experience are preferred. Candidates must complete the required internal sales course and role certification, and should demonstrate strong interpersonal, computer, and risk-compliance skills.

Listed skills

• Customer service · Preferred
• Cash handling · Preferred
• Sales · Preferred
• interpersonal communication · Preferred
• Microsoft Office · Preferred
• Administrative Support · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Customer Service
• Member Relationship Building
• Financial Transactions
• Cash Handling
• Sales
• Referral Generation
• Needs Assessment
• Product Recommendations
• Cross-Selling
• Interpersonal Communication
• Microsoft Office
• Risk Awareness
• Policy Compliance
• Flexibility
• Administrative Support
• ATM Maintenance

Job areas

• Customer Service & Support
• Finance & Accounting
• Sales
• Administrative

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